Latest Institutional Transactions on Ishares Tr Msci Eafe ETF (EFA)
This table provides information on the latest institutional transactions involving Ishares Tr Msci Eafe ETF (EFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-2.84K- 40.03% |
$207K - $257K
|
4.26K
$380K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.52K+ 37.73% |
$622K - $770K
|
31.1K
$2.78M
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-561- 1.88% |
$40.9K - $50.7K
|
29.2K
$2.61M
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-196- 5.84% |
$14.3K - $17.7K
|
3.16K
$282K
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
220+ 4.31% |
$16.1K - $19.9K
|
5.33K
$475K
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
44+ 0.36% |
$3.21K - $3.98K
|
12.4K
$1.11M
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
128KNew |
$9.35M - $11.6M
|
128K
$11.4M
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
204+ 0.77% |
$14.9K - $18.4K
|
26.8K
$2.39M
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.64K- 2.82% |
$120K - $148K
|
56.5K
$5.04M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
4+ 0.0% |
$292 - $362
|
107K
$9.58M
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 1.85% |
$292 - $362
|
220
$19.6K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10K- 4.81% |
$732K - $907K
|
199K
$17.7M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.2K- 2.34% |
$1.25M - $1.55M
|
717K
$64M
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.05% |
$146 - $181
|
4.36K
$389K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.7KNew |
$779K - $965K
|
10.7K
$953K
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
279+ 0.67% |
$20.4K - $25.2K
|
41.9K
$3.74M
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
368K+ 1363.58% |
$26.9M - $33.3M
|
395K
$35.3M
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-8.26K- 1.78% |
$602K - $746K
|
457K
$40.7M
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
523+ 10.34% |
$38.2K - $47.3K
|
5.58K
$498K
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-22- 0.61% |
$1.61K - $1.99K
|
3.56K
$318K
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
8+ 0.02% |
$584 - $723
|
47K
$4.19M
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-134- 3.14% |
$9.78K - $12.1K
|
4.13K
$369K
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
32.9KNew |
$2.4M - $2.97M
|
32.9K
$2.93M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
2.74KNew |
$200K - $248K
|
2.74K
$245K
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2.54KNew |
$185K - $230K
|
2.54K
$227K
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-174- 1.88% |
$12.7K - $15.7K
|
9.1K
$812K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.28K+ 17.69% |
$93.5K - $116K
|
8.52K
$761K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.62K+ 26.85% |
$118K - $147K
|
7.66K
$683K
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 0.66% |
$117K - $145K
|
241K
$21.5M
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
120New |
$8.76K - $10.8K
|
120
$10.7K
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-174- 0.98% |
$12.7K - $15.7K
|
17.5K
$1.56M
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-434- 4.21% |
$31.7K - $39.2K
|
9.88K
$882K
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
165KNew |
$12.1M - $14.9M
|
165K
$14.7M
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
605+ 2.27% |
$44.1K - $54.7K
|
27.2K
$2.43M
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
136+ 2.98% |
$9.92K - $12.3K
|
4.7K
$419K
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
108+ 1.34% |
$7.88K - $9.76K
|
8.19K
$731K
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-45- 0.32% |
$3.28K - $4.07K
|
14.1K
$1.26M
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
5.51KNew |
$402K - $498K
|
5.51K
$492K
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
1.64K+ 1.23% |
$119K - $148K
|
135K
$12M
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-52- 0.17% |
$3.79K - $4.7K
|
31.3K
$2.8M
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
2.36KNew |
$172K - $214K
|
2.36K
$211K
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
866+ 3.8% |
$63.2K - $78.3K
|
23.7K
$2.11M
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.9KNew |
$212K - $262K
|
2.9K
$259K
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
492+ 12.54% |
$35.9K - $44.5K
|
4.42K
$394K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-168- 2.04% |
$12.3K - $15.2K
|
8.07K
$720K
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
SELL
|
- |
-812- 1.36% |
$59.2K - $73.4K
|
58.8K
$5.25M
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7+ 0.02% |
$511 - $633
|
39.1K
$3.49M
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-25K- 86.42% |
$1.82M - $2.26M
|
3.93K
$351K
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-10.5K- 5.58% |
$765K - $948K
|
177K
$15.8M
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.15K+ 8.44% |
$83.5K - $103K
|
14.7K
$1.31M
|